Live CFO Dashboards for your growing business.
With finance, things get complex really fast. We make sure you get the relevant information to make better growth decisions.
You deserve a CFO you can afford.
Monthly Engagement
Ongoing CFO support, dedicated to your business. Based on your needs, each month your CFO can:
Review your financial health and processes
Maintain and enhance operating budget & financial forecast
Bring to your attention critical financial trends
Help you answer questions on hiring, investment allocations and fundraises
Conduct strategic analyses and provide recommendations for sales efficiency, retention, benchmarking and more
Ongoing Engagement.
Annual Budgeting & Forecasting
Accurate budgets and forecasts built for you. We will make sure your goals are well formulated, translated into a budget and tracked monthly against your actual performance. Our CFOs will analyze your business drivers to build a custom forecast for:
Revenue
COGS
Employee expenses
Operating expenses and more
Annual. Typically purchased with Monthly Engagement.
Advanced Business KPIs
Business KPIs are signals that inform us of your performance. They are specific to your business model and may not be standard financial ratios. They include: LTV, CAC, MRR, ARR, Churn, Gross Profit by Product Category or Business Line and others.
Together, with your financial metrics, they tell the story of your business. That story is critical for fundraising and for executive decision-making.
We will make sure these are well selected, analyzed, reported on a dashboard on a monthly basis, and discussed over the course of the monthly CFO meeting.
Typically purchased with Monthly engagement.
We can’t wait to show you some live KPIs.
Other similar products
-
Bookkeeping for a Strong Core
The core of finance is its bookkeeping processes. We will equip your finance department with state-of-the-art processes and tech stack.
-
Fundraising Strategy
Effective fundraising is about making sure that your story and your numbers add up. We’ll act as your sounding board; and make sure you win.